Aligned Money Show

We focused on navigating life’s transitions, the importance of tax planning, the psychological challenges associated with selling a business and moving into retirement, and the role values play in effective planning, with Adam Cox, Wealth Management Executive with Prairie View Wealth Partners.   Listen to hear a difference-making tip on how to find peace of mind! You can learn more about Adam at P...

We focused on owning your finances, the philosophy of abundance versus mere asset accumulation, the importance of personal agency, a goal-based approach to financial planning and the reality that true financial security cannot be found through others, but must be built by individuals, with Gretchen Meyer, Private Wealth Advisor with Pachira Wealth Management.   Listen to hear a difference-making t...

We focused on finding financial peace of mind, cutting through the noise and overload of information, thinking about money as a tool versus the destination, and the value of financial advice in the age of AI, with Connor Sung, Director, Financial Planning at eMoney Advisor.      Listen to hear a difference-making tip on the value of simplifying financial matters! You can learn more about Connor at...

We focused on exploring the behavioral and emotional dimensions of investing, personal risk profile frameworks, investment decision-making trade-offs, and the importance of simplicity in financial planning., with Ben Carlson, CFA, and Director of Institutional Asset Management at Ritholtz Wealth Management.      Listen to hear a difference-making tip on the simplicity in your finances! You can lea...

We focused on the financial authenticity, the importance of the income-expense gap in building wealth, personalized budgeting strategies, and the unique financial challenges of professional athletes, with Hillary “Coach Hill” Seiler, money coach for professional athletes, and corporate wellness expert.      Listen to hear a difference-making tip on the importance of working with professionals you...

We focused on the intersection of spirituality, business, and investing,  socially responsible investing, the philosophy of enoughness, seven generations thinking, and how individuals can align their daily financial decisions with their personal values, with Jenna Nicholas, Investor, Entrepreneur, Speaker, Coach, and Author.      Listen to hear a difference-making tip on the necessity of taking th...

We focused on the importance of proactive wealth transfer planning, overcoming financial blind spots, aligning actions with values to build and communicate a lasting legacy, and how to get started, with Andrea Lustig, Financial Advisor and Author.      Listen to hear a difference-making tip on how to find the right team of advisors! You can learn more about Andrea at FischerStralem.com , and Linke...

We focused on taking control back in your life, getting clear on what matters and tuning out everything else, the difference between leaving a legacy vs an inheritance, and how to get started, with Rickson Dsouza, Life Insurance Specialist.      Listen to hear a difference-making tip on how to regain control of your life! You can learn more about Rickson at RicksonDsouza.com , X , Facebook , Insta...

We focused on regret minimization, the true value an advisor brings to relationships, how to merge technology and advice, how every client is unique and must be listened to, and how to get started, with Leonard Golub, President of New Capital Management.      Listen to hear a difference-making tip on staying humble with money! You can learn more about Leonard at NewCapitalMGMT.com , and LinkedIn ....

We focused on AI tax preparation, how a successful marriage of humans and AI can drive down cost and increase agency and confidence, misconceptions about filing income taxes, commonly overlooked tax planning opportunities, and how to get started, with Sai Dhanak, Founder and CEO of Deduction.com .      Listen to hear a difference-making tip on the value and impact of the new Trump accounts! You ca...

What makes a great user experience, and why do most professionals get it wrong? In this episode, we explore why people don’t experience your intentions, they experience your systems. From Disney World to Apple to everyday professional relationships, the common thread isn’t effort, it’s design. We break down the core elements of a meaningful client experience, why inconsistency erodes trust faster...

We focused on how to break down your retirement and personal finances into digestible parts, getting people engaged in their finances, talking with loved ones about money, and how to get started, with Jamie Hopkins, CEO of Bryn Mawr Trust.      Listen to hear a difference-making tip on the value of mentorship! You can learn more about Jamie at BMT.com , X , and LinkedIn . Get your copy of Your Ret...

We focused on elevating and amplifying your practice, mergers and acquisitions of financial firms, how to get your practice to its “next level,” how to know when it’s time to make major decisions about your growth,  and how to get started, with Eric Brotman, Chairman and Chief Growth Officer.      Listen to hear a difference-making tip on how to start treating your practice like a business! You ca...

We focused on private placement life insurance, what it is, how it works, how it’s different from traditional life contracts, who it’s a fit for, and how to get started, with Michael Malloy, President of EWP Financial.      Listen to hear a difference-making tip on why it’s smart to only invest in things you understand! You can learn more about Michael at EWP-Financial.com , Facebook , X , and Lin...

We focused on bouncing back from rock bottom and finding the way forward, how to deal with trauma and find your true identity, why there’s always more for you and your life, and how to get started, with Josh Tomeoni, Financial Advisor and Men’s Coach.      Listen to hear a difference-making tip on the value of taking a pause and collecting yourself! Get your copy of Gospel of an Ex Derelict here: ...

We focused on planning for business owners, recognizing our biases and why it’s so hard to do, the importance of retaining key employees, creating contingency plans, and how to get started, with Dustin Alexander, Founder and President of Stirling Capital.      Listen to hear a difference-making tip on why focusing on less can help you achieve more! You can learn more about Dustin at StirlingCapita...

We focused on being financially prepared and resilient, what to do should you get laid off, dealing with financial overwhelm and what the logical first steps are, ensuring you cover all your bases when it comes to the benefits you receive from your employer, and how to get started, with Mike Branham, CFP, Shareholder, Sr. Financial Planner at The Planning Center, Inc.        Listen to hear a diffe...

We focused on dealing with financial overwhelm, asking yourself what would help you sleep better at night, how best to pay for college, setting your course for retirement, and how to get started, with Jeff Condren, CFP, Senior Vice President and Wealth Advisor in Mesirow Wealth Management.        Listen to hear a difference-making tip on taking a personalized approach to risk tolerance and asset a...

We focused on creating your perfect portfolio, how technology has made personalization available to anyone who wants it, why there’s no secret to investing, the importance of not allowing perfect to be the enemy of good, and how to get started, with Cullen Roche, Founder and CIO of Discipline Funds.        Listen to hear a difference-making tip on the necessity of getting clear on your needs versu...

We focused on being a good steward of and maintaining generational wealth, the in’s and out’s of an independent trust company, how to ensure subsequent generations have your values and work ethic, what proper financial governance is, and how to get started, with Antony Joffe, Chairman of Sterling Trustees         Listen to hear a difference-making tip on how and why it’s critical to live within yo...

We focused on finding financial success as a couple, why it’s such a difficult thing, the importance of making financial matters accessible and how to do it, getting down to what truly matters, and how to get started, with Heather and Douglas Boneparth of Bone Fide Wealth and authors.         Listen to hear a difference-making tip on the value of time and the importance of consistency! You can lea...

We focused on leaving a legacy, what that means and the different ways to do it, how to align your finances with your values, measuring your progress in a healthy way, and how to get started, with Morgan Nichols, Private Wealth Advisor and CEO.         Listen to hear a difference-making tip on how your calendar is providing you evidence of what matters most! You can learn more about Morgan at Life...

We focused on engineering your finances, the best practices we can learn from engineers to pursue financial security and success, how to understand and reduce complexity around your finances, and how to get started, with Stanley Leong, Financial Advisor and author.         Listen to hear a difference-making tip on making sure you’re investing your money, not gambling with it! You can learn more ab...

We focused on treating your health as an asset, why so many professionals struggle with their health and what to do about it, how to know if you’re overweight or not, the power of small and consistent changes, and how to get started, with Stevyn Guinnip, helping financial advisor’s health match their net worth.         Listen to hear a difference-making tip on how to start feeling as good as you u...

We focused on your money relationship, being a good steward of your resources, focusing on what matters and staying out of the weeds, what it means to have a healthy relationship with money, when complexity is a bad thing, and how to get started, with Jonathan Steele, Founder and Chief Investment Officer with One Wealth Advisors.         Listen to hear a difference-making tip on how to position yo...